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Benjamin F. Edwards Wealth Management
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2018. The firm manages $705 million in...
Overview
BENJAMIN F. EDWARDS WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in ST. LOUIS, MO, registered since 2018. The firm manages $705 million in assets, with $452 million managed on a discretionary basis. It employs 12 staff and 6 investment advisers.
General information
Firm type
Multi Family Office
Year founded
2007
AUM
$18B (per public filings, 2024)
Location
Region
North America
Country
United States
City
St. Louis
Corporate office
St. Louis, MO, United States
Principals
Benjamin F. Edwards IV
Chairman, CEO
Sector focus
Frequently asked questions
Who owns Benjamin F. Edwards Wealth Management?
The firm is privately held, with Benjamin F. Edwards IV as Chairman and CEO. It is not owned by a bank or public company. Voting control rests with the Edwards family, per regulatory filings.
Does Benjamin F. Edwards make direct investments in private companies?
No. The firm's model is advisory-only: it does not run its own pooled funds, direct investment vehicles, or venture capital arms. Client assets are deployed through third-party managed accounts, ETFs, and mutual funds.
Is Benjamin F. Edwards related to A.G. Edwards?
Yes, through family lineage. Benjamin F. Edwards IV is the great-grandson of the founder of A.G. Edwards. The current firm is an independent RIA formed after Wachovia's acquisition of A.G. Edwards in 2007.
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